Little House Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-845
| Closed | -$203K | – | 140 |
|
|
2021
Q3 | $203K | Sell |
845
-2
| -0.2% | -$480 | 0.12% | 134 |
|
|
2021
Q2 | $206K | Buy |
+847
| New | +$206K | 0.11% | 137 |
|
|
2021
Q1 | – | Sell |
-1,048
| Closed | -$228K | – | 168 |
|
|
2020
Q4 | $228K | Sell |
1,048
-301
| -22% | -$65.5K | 0.17% | 100 |
|
|
2020
Q3 | $219K | Buy |
+1,349
| New | +$219K | 0.18% | 90 |
|
|
2019
Q2 | – | Sell |
-2,452
| Closed | -$183K | – | 282 |
|
|
2019
Q1 | $183K | Buy |
+2,452
| New | +$183K | 0.14% | 103 |
|